JRM Investment Counsel’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

JRM Investment Counsel’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,784	Closed	-$209K	–	32
2018 Q3	$209K	Buy	5,784 +24	+0.4%	+$868	0.14%	33
2018 Q2	$201K	Sell	5,760 -7,803	-58%	-$268K	0.16%	34
2018 Q1	$450K	Buy	13,563 +7,096	+110%	+$239K	0.36%	30
2017 Q4	$216K	Buy	+6,467	New	+$212K	0.17%	34

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JRM Investment Counsel's SPMD Position: Q4 2018 in Review

JRM Investment Counsel sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2018, closing a stake of 5,784 shares — an estimated $209K sold.

JRM Investment Counsel first reported a position in SPMD in Q4 2017 and held it in 4 quarters. The position peaked at $450K in Q1 2018. 182 funds tracked by Wall St. Rank hold SPMD as of Q4 2018.

JRM Investment Counsel reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2018 after selling out during the quarter.
JRM Investment Counsel sold 5,784 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2018, an estimated $209K.
JRM Investment Counsel first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 4 quarters.
JRM Investment Counsel's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $450K in Q1 2018.
182 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2018.

Based on JRM Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.